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EdgeFinder 's CPI Chart - Turning Point or Continuation?

Today’s spotlight is on U.S. CPI — a key inflation gauge that could shift the market narrative. This is the Fed’s preferred metric to track inflationary trends. It measures the average change in prices excluding food and energy, helping policymakers focus on underlying inflation.

We’re currently sitting at 2.4%, the same level where inflation pivoted higher last October. The Fed’s target remains 2%, and anything above that keeps rate cuts on ice. Today’s print could either validate patience — or open the door for easing.

A hot CPI print could reinforce the Fed’s cautious stance, supporting the Dollar and pressuring equities. A cooler read would be a green light for rate cut speculators — potentially weakening the Dollar and lifting risk assets.

Let’s see how the EdgeFinder adjusts as the data hits.
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🔔 Closing Bell - Question of the Day

Why do traders watch the VIX?
Anonymous Quiz
9%
Predicts inflation
6%
Tracks interest rates
7%
Tracks growth
78%
Measures volatility
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EUR/USD – Post-CPI Breakout

EUR/USD dropped 85 pips after yesterday’s mixed CPI report, snapping out of its descending channel and finding support at 1.16000. That level held briefly in the past on lower timeframes — making it a key level to watch. A break below could open the door to 1.15000, while a bounce higher could invite a retest of 1.18000.

Fundamentally, the Dollar’s next move hinges on this week’s remaining data: PPI, Retail Sales, Housing Starts, and Michigan Consumer Sentiment. On the Euro side, markets are still digesting the 30% US tariff set to kick in August 1st.

Upcoming US data will be the catalyst for whether EUR/USD sees follow-through or stalls here.
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US10Y – Sticky Again

The US 10-Year Yield is holding firm above 4.48%, sitting near a five-week high. Yields climbed Tuesday after mixed CPI data prompted traders to ease up on their Fed rate cut bets.

While headline inflation came in line with higher, core CPI softened, adding uncertainty to the outlook. Still, the Fed isn’t ready to pivot just yet. Dallas Fed President Lorie Logan emphasized the need to keep rates steady longer, especially with the added price pressures coming from Trump’s new tariffs.

Today’s PPI release will offer more insight. If producer prices show signs of acceleration, it could reinforce the case for a higher-for-longer environment.

Markets are now pricing in fewer cuts this year, with September odds just above 50%.

Yields at these levels are a key compass for rate expectations — and they’ll continue to be in focus as more data rolls in.
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EdgeFinder's EU Economic Heatmap

The Euro has seen some downside this week — with a mixed CPI reaction and fresh tariffs from the US adding pressure.

The EdgeFinder’s EU Economic Heatmap still paints a fairly resilient picture. Growth, PMIs, and employment change all surprised to the upside, while the CPI sits at the ECB’s target of 2%. The lone weak spot? A slight uptick in unemployment to 6.3%.

Despite near-term selling, 83% of recent Eurozone data points have been classified as bullish for both the Euro and stocks. While markets are focused on geopolitics and short-term headlines, the underlying economic strength may matter more over time.

A pair to watch — especially with more US data due this week
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🔔 Closing Bell - Question of the Day

What does GDP measure?
Anonymous Quiz
4%
Stock market performance
3%
Interest rates
88%
Economic growth
5%
Inflation
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USD/CHF – Eyeing the Next Breakout?

USD/CHF broke out of last week’s tight range after pushing above 0.7994, gaining momentum. That breakout gave bulls room to run, and today we’re seeing price test a major resistance zone between 0.8039 and 0.8055.

If buyers stay in control, the next upside levels to watch are the 200-period moving average on the 4H near 0.8077, a key zone that could decide whether this bounce has more legs.

Since the May peak near 0.8475, USD/CHF trended down aggressively, bottoming out near 0.7871, its lowest level since 2011. This recent bounce is notable, but it’ll take more than a couple green candles to flip the broader trend.

For now, near-term support sits at 0.8017, with stronger structure back near 0.7986–0.7994 — the area that kicked off this week’s move.
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GBP/USD – Nearing Support

GBP/USD is approaching the 1.34000 zone — a level that held mid-June. The pair has been sliding since hitting resistance at 1.37000, and how price reacts here could give clues about trend continuation or a potential bounce. If this level breaks, the next support to watch is 1.32000.

Markets whipsawed yesterday on rumors that the White House was planning to fire Fed Chair Jerome Powell. The speculation sparked a Dollar selloff — but once debunked, the DXY quickly recovered.

Today’s focus is on U.S. Retail Sales — a key measure of consumer spending. A strong print would support the case for a resilient economy and give the Dollar a lift. On the flip side, a weaker number could indicate rate cuts
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EdgeFinder's Retail Sales Chart – Surprise Higher

Retail Sales data just dropped — and it was a beat. The market was expecting a modest 0.1% increase, but the actual number came in hot at 0.6%.

Retail Sales tracks consumer spending, which makes up a large portion of U.S. GDP. Strong data typically signals a healthy economy and can delay the need for Fed rate cuts — while weak numbers often point to slowing growth and rising recession risks.

This upside surprise strengthens the case for a more cautious Fed. With inflation still above target and now consumer spending showing resilience, policymakers may have more reason to pause or delay cuts. It also gives the Dollar some tailwind — especially heading into more key data later this week.

Direction-neutral, but worth watching how the market digests this beat
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🔔 Closing Bell - Question of the Day

FOMO usually causes traders to…
Anonymous Quiz
73%
Chase price
12%
Take profits early
12%
Enter in desirable prices
4%
Reduce risk
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DXY – Support or Slip?

The US Dollar Index is holding in the $98 range — a level that was previously resistance and may now act as support. DXY broke above this zone after a string of healthy data, and whether it holds here could determine near-term direction. A bounce may signal more upside, while a break lower could confirm continuation of the broader downtrend.

Thursday’s data gave the Dollar some fuel: retail sales beat expectations, and jobless claims dropped to a three-month low. That followed a CPI print earlier in the week — the strongest in five months — reinforcing the idea that the Fed may need to wait longer before cutting.
Rate cut bets have pulled back slightly. Markets are now pricing in about 45bps of easing for the rest of the year — down from 50bps earlier this week.

Still, uncertainties linger. Fiscal concerns from Trump’s tax plan and spending, plus ongoing pressure on the Fed from the White House, keep the outlook murky for Dollar bulls and bears alike.
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